Attachment 1 - Trial Management and Presentation Software SOW.pdf

CUI//PROCURE

Federal Energy Regulatory Commission

Statement of Work:

Trial Management and Presentation Software re‐compete

Prepared by Federal Energy Regulatory Commission

Office of Exective Director

December 14, 2023

CHANGE HISTORY

Date Issue Updated By Description

Contents

CHANGE HISTORY

1. Introduction

2. Background

3. Objectives

4. Requirements

5. Period of Performance

6. Place of Performance/location of work

7. Government points of contact

8. Document Distribution

1. INTRODUCTION

The Federal Energy Regulatory Commission, or FERC, is an independent agency that regulates the interstate transmission of electricity, natural gas, and oil. In 2005, in response to revelations about Enron and the California power crisis, Congress significantly enhanced FERC's authority to investigate and impose civil penalties on those who manipulate the nation's wholesale natural gas and power markets. Pursuant to that statutory mission, FERC's Office of Enforcement has greatly increased the number, scope, and intensity of its investigations, and through these efforts has secured more than $800 million in penalties and wrongful profits to date (with nearly $600 million more in penalties and disgorgement pending) and has put the industry on notice that manipulation of the nation's power and gas markets will not be tolerated. These investigations often involve some of the largest and most sophisticated companies in the world. Part of the necessary process of investigating and litigating such complex manipulative schemes is to collect and analyze large sets of data, which can include a company's trading and financial data‐often covering years of such data‐as well as millions and sometimes tens of millions of pages of internal reports and studies, emails, instant messages, and other electronic documents.

2. Background

The Federal Energy Regulatory Commission (FERC), Office of Administrative Law Judges and Dispute Resolution (OALJDR) conducts presentations during FERC administrative hearings. The Office of Enforcement (OE) and the Office of Administrative Litigation (OAL) participate in the same hearings and software to present, organize, annotate and customizing exhibits for FERC administrative hearings. FERC currently uses Exhibitview for presentations during hearing with 50 licenses.

3. Objectives The objective is to purchase or maintain the existing software that will provide the ability to present, organize, annotate and customizing exhibits for FERC administrative hearings.

4. Requirements

Trial management and presentation software that offers, at minimum, the following features listed:

1) Transcript Management Software Component must have the ability to search, link, create, condense, save, and print:

Various Document Types

Exhibits

Exhibits label

Bates numbers

Transcripts

2) Document Management Component must have the ability to

Successfully upload & retrieve a large volume of various file types to include media files and exhibits.

Alter data with markup/annotate, highlighting, cropping, and drawing.

Search, Redact, & Organize for quick data retrieval

Save using different file formats.

3) Video Management Components will have the ability to

Upload, Store and View videos

Edit capabilities to create & save video clips

Synchronize videos and transcripts

Generate video reports.

4) PDF Export must have the ability to

Save PDF file into different Microsoft file types such as Word, Excel, PowerPoint, etc.

Modify data & save without having to retype.

5) Exhibit Comparison Capabilities must have the ability to

Retrieve and view multiple exhibits in a side‐by‐side comparison.

Magnify, Highlight, annotate, and save trial exhibits

Link exhibits.

6) Trial Presentation Component must be rated as User Friendly and with minimal input steps to retrieval desired output of information. Software must be compatible with tablets and iPads for Executive level presentations of information. It must have the ability to

Alter transcripts, audio visuals, etc. during trial presentations.

Cross‐compare exhibits simultaneously

Highlight, Annotate, and Compare information.

Present video depositions with or without transcripts.

7) Solution\Vendor must provide the following:

Transferrable or concurrent license for users

Training plan for the end user with deliverables for routine and emergency request

Technical support plans for end users with deliverables for routine and emergency request

This project will be a fully funded Firm‐Fixed Price (FFP) Contract.

5. Period of Performance

Base 3/1/24 – 2/28/25

Option 1 3/1/25 – 2/28/26

Option 2 3/1/26 – 2/28/27

Option 3 3/1/27 – 2/28/28

Option 4 3/1/28 – 2/28/29

6. Place of Performance/location of work

Office Address

Washington, D.C. FERC 888 First St, NE Washington, DC 20426

7. Government points of contact Please identify all of the Government point(s) of contact.

Chalonda Curtis Project Manager\ Technical POC, Network Infrastructure Services and Support 888 First Street NE, Washington, D.C. 20426 Chalonda.Curtis@ferc.gov 202‐502‐8273

8. Document Distribution Please include contact information for all parties who will need copies of contract award documents.

Chalonda Curtis 888 First Street NE, Washington, D.C. 20426 Chalonda.Curtis@FERC.gov and softwarelicensing@ferc.gov